List of top 200 securities held by New Dimensions Wealth Management LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
Quarter: 2026Q2
Report Date Time: 2026-08-12 12:26:13
Total Holdings: 20
Assets Under Management (AUM) :
$130,322,184 ($130.32M)
Reporting Manager: Richard Lance Alston
Address:
550 S. WATTERS ROAD
SUITE 242
ALLEN, TX 75013
Since : total money flow = , gains and losses =
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